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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

2,211 hedge funds and large institutions have $65B invested in iShares Core S&P Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 892 increasing their positions, 915 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,211
Holders Change
+52
Holders Change %
+2.41%
% of All Funds
32.05%
Holding in Top 10
353
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.67%
% of All Funds
5.12%
New
151
Increased
892
Reduced
915
Closed
75
Calls
$61.1M
Puts
$6.79M
Net Calls
+$54.3M
Net Calls Change
+$30.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$402M
2
Bank of America
Bank of America
North Carolina
+$283M
3
RJA
Raymond James & Associates
Florida
+$272M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$230M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$127M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.11B
2
HNB
Huntington National Bank
Ohio
-$197M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$173M
4
Cerity Partners
Cerity Partners
New York
-$139M
5
LPL Financial
LPL Financial
California
-$85M
Name Holding Trade Value Shares
Change 		Shares
Change %
FB
1751
First Bancorp
Maine
$375K – – –
FWI
1752
Facet Wealth Inc
Maryland
$375K +$25.5K +429 +7%
TLFA
1753
True Link Financial Advisors
California
$375K -$34.9K -575 -9%
ANBTV
1754
American National Bank & Trust (Virginia)
Virginia
$374K +$374K +6,160 New
FF
1755
Fox Financial
Pennsylvania
$374K – – –
AL
1756
ADE LLC
Maryland
$374K +$121 +2 +0%
PSA
1757
Plum Street Advisors
Louisiana
$373K +$62 +1 +0%
RC
1758
Roundview Capital
New Jersey
$372K +$372K +6,131 New
MAG
1759
M3 Advisory Group
Massachusetts
$372K +$6.68K +110 +2%
STA
1760
Summit Trail Advisors
New York
$372K – – –
WHCFA
1761
William Howard & Co Financial Advisors
Tennessee
$372K +$372K +6,117 New
GSC
1762
Grey Street Capital
Illinois
$372K +$30K +494 +9%
AGC
1763
Aspen Grove Capital
Colorado
$371K – – –
PD
1764
Planning Directions
Pennsylvania
$370K +$22.8K +375 +7%
TAM
1765
Tucker Asset Management
Colorado
$370K -$3.04K -50 -0.8%
IWP
1766
IAG Wealth Partners
Wisconsin
$369K – – –
MCCA
1767
Mill Creek Capital Advisors
Pennsylvania
$369K – – –
FA
1768
Faithward Advisors
Pennsylvania
$368K – – –
GWM
1769
Gray Wealth Management
Maine
$366K +$121 +2 +0%
CA
1770
CapWealth Advisors
Tennessee
$365K – – –
PGAM
1771
Princeton Global Asset Management
New Jersey
$364K – – –
CF
1772
Clarity Financial
Texas
$364K +$364K +5,998 New
Toronto Dominion Bank
1773
Toronto Dominion Bank
Ontario, Canada
$364K – – –
LSA
1774
Lion Street Advisors
Texas
$363K -$1.45M -5,236 -80%
MWM
1775
Modern Wealth Management
Kansas
$363K +$66.6K +1,097 +23%
69 70
71
72 73